Add/Edit People Account Experience |
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To Add Account Experience for a Person: 1.Open the Person record. 2.Click the Experience > Account Experience tab. 3.Click the Add New Company to List icon. 4.Add/edit Type, Status, From date, To date, Comments. 5.Click the Save Changes icon. To Delete Account Experience for a Person: 1.Open the Person record. 2.Click the Experience > Skills tab. 3.Select a Skill (highlighted). 4.Click the Remove Selected Company icon. 5.Click the Save Changes icon.
Example: Person Account Experience
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